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Preparing for the DOL Fiduciary Rule

The new DOL ruling affects all in the financial services industry — from broker-dealers to RIAs to asset managers. Learn how to navigate the changing regulatory landscape and take steps to adapt and prepare for the fiduciary rule.

As a broker-dealer representative, you require broad access to research and analytics, investment products, and management and reporting capabilities. Envestnet can help. We provide the tools and support that can help complement your independent broker-dealer’s (IBD) offerings and empower you to deliver the highest caliber of advice and service to your clients.

The Envestnet Advisor Portal is a highly flexible and configurable platform that spans all aspects of the wealth management process. Gain access to in-depth research, create and manage portfolios, and deliver clear, customized reports branded with your firm’s logo. For your most challenging cases, enlist the expertise of our Envestnet | PMC® consultants, who are available to provide input on investment strategies so you can attract and sustain new business. In short, we offer you a single, intuitive solution to streamline your practice, elevate performance, and achieve advisory excellence.

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Diagnose Your Practice

To get a strong sense of where you are today—and where you can be with Envestnet—take the following brief diagnostic. Click on any of the following statements that may apply to your current situation.

I would like to access more than just the packaged products currently available to me.

Create and manage portfolios that best express your own vision of asset management, or combine portfolios recommended by our wide-ranging network of strategists. Our Advisor Portal puts you in the driver’s seat while empowering you with the wealth advisory tools to better manage client outcomes.

Wholesalers often call to sell me new products, but what I’m looking for is thoughtful input on investment strategies that might help me attract and sustain new business.

Gain from our expertise. Envestnet | PMC creates asset-allocated fund strategies based on its objective, ongoing manager research and due diligence. With access to hundreds of asset managers and thousands of products, PMC takes a consultative approach to help you work through complex proposals.

Tailor the information you provide your clients. Our customizable performance reports allow you to make them as simple or detailed as you like. Use standard time periods or create custom timeframes that are meaningful to your clients. Information from multiple custodians can be combined, analyzed, and presented as a single portfolio and branded with your logo. Additionally, our premier reporting through Envestnet's Vantage Reporting Solutions grabs data from a broad range of custodians, major data providers, and the provider of intelligent data aggregation for financial services companies, ByAllAccounts, to give you a clear perspective on each client’s entire financial landscape.

Case Studies

Daily Data Reconciliation

“Every morning, I review all of our portfolios—over 800 of them—and in 15 minutes, I’m done. I love how Envestnet continuously makes improvements to the platform to ensure that I have deep and expansive client information at my fingertips.”